Let's move forward. Together.

Two people distant

Our Team

EWC Partners was formed to provide comprehensive, fee based financial planning services to our Corporate Executive clients. Founded by William Greco, Managing Director, Robert E. Lane, Executive Director-Wealth Management; and Doug Bonaquist, Executive Director; EWC Partners leverages the planning experience of our senior advisors with the resources of UBS, the world's foremost wealth management firm. We provide a fully integrated, ongoing, proactive financial counseling relationship.

During our planning engagement, we'll review how your company provided benefits can be used most effectively, and evaluate how your equity compensation fits into your overall financial plan. We'll take the time to fully understand your family, business and personal priorities, and make certain that your risk management, personal estate planning, liabilities, and personal wealth management all reflect those priorities. Our Nationwide team of Advisors, Wealth Planning Analysts, and Service Associates draw upon the resources of our firm to provide a uniquely tailored comprehensive advisory relationship, and enable us to become your valued partners. Our collaboration with your personal tax and legal advisors ensures that all of your financial decisions receive a full 360 degree view, and give you that most highly sought after financial goal: peace of mind.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • William Greco Profile Photo

    William Greco

    Managing Director–Wealth Management

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    • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        One State Street
        Suite 1600
        Hartford, CT 06103
      • Robert Lane Profile Photo

        Robert E. Lane, CPWA

        Executive Director

        Financial Advisor

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              8 Southwoods Blvd
              Suite 207
              Albany, NY 12211
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              Andrew Noone, CFA

              Senior Vice President–Wealth Management

              Chartered Financial Analyst®

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                  • Chartered Financial Analyst®
                  100 Crescent Court
                  Dallas, TX 75201
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                  David Folmnsbee

                  Senior Vice President–Wealth Management

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                  • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.

                      100 Crescent Court
                      Dallas, TX 75201
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                      Jannah Devine

                      Senior Vice President–Wealth Management

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                            20 Pacifica
                            Suite 1500
                            Irvine, CA 92618
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                            James Talbot

                            Senior Vice President–Wealth Management

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                                  One Northbrook Place
                                  5 Revere Drive
                                  Northbrook, IL 60062
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                                  Katelyn Tanner Greco

                                  Senior Vice President–Wealth Management

                                  Financial Advisor

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                                  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
                                  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
                                  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                                      One State Street
                                      Suite 1600
                                      Hartford, CT 06103
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                                      David Wolke

                                      Senior Wealth Strategy Associate

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                                            One Northbrook Place
                                            5 Revere Drive
                                            Northbrook, IL 60062
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                                            Nicholas Paul Moura, CFP, AWMA

                                            Financial Advisor

                                            CERTIFIED FINANCIAL PLANNER™

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                                            Nicholas Moura is a Wealth Planning Analyst supporting EWC Partners.  In that role Nick supports our advisors and their clients through the development of goal based and cash flow based financial plans.  He is our subject matter expert on the software programs we use to develop those plans, and serves as an integral link to our UBS resources in the Advanced Planning Group, the Portfolio Advisory Group, our Public Policy Group, and the substantial other resources that the world's leading wealth manager offers to clients. 
                                            • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                                              • CERTIFIED FINANCIAL PLANNER™
                                              • Accredited Wealth Management Advisor℠
                                              1 Century Tower
                                              4th and 6th Floors, 265 Church Street
                                              New Haven, CT 06510
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                                              Catherine Santangelo

                                              Client Associate

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                                                      One State Street
                                                      Suite 1600
                                                      Hartford, CT 06103

                                                    Connecting you to the deep resources of UBS

                                                    By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                                    how we work

                                                    How we work

                                                    family

                                                    What we do

                                                    building

                                                    What's special about UBS?

                                                    robert lane

                                                    Create a better future. Together.

                                                    Five reasons we should have a conversation today

                                                    • Coordinating all areas of your financial life is a full-time job—it doesn't have to become yours
                                                    • Equity compensation is complex, we can help you understand it
                                                    • You benefit from the resources of one of the world’s largest wealth management firms
                                                    • With the market changing day by day, the time is now to have an experienced wealth manager on your side
                                                    • We want to see you achieve your goals as much as you do

                                                    Backed by the strength of UBS

                                                    A global leader in wealth management

                                                    $3.9 trillion

                                                    In invested assets globally 
                                                    As of 12/31/2022

                                                    51 countries

                                                    Our global footprint

                                                    Global leader

                                                    UBS is a world-leading wealth manager

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